Ravinder's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 50 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 24 )
Auto Enrolment ( 1 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 23 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 23 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 14 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
Review
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ongoing relationship with both Rav and the business.
How has Ravinder Ghuman helped you?
Been proactive in contacting me for our regular reviews (two / three formally). Always at the end of the phone, email and Whats app for help and support. Overall advice and support in annual financial planning both personally and from a business perspective.
Have you seen the outcome you were hoping for?
yes - short and medium term.
What could they have done better?
Nothing - great service, great support and very professional in all areas.
Review
by a verified client in Warwickshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The original reason for looking for anadviser was on my retirementinvesting aconsiderable sum of my pension..The firm advising had for a long time been associated with my emplyers (GKN LTD) and Ravinder Ghuman joined the firm a coup[le f years after I retired in 1963. Mr. Gavinder has been my trusted adviser since that time during which his firm has grown in sizebt natural growth Assoxiations andmergers.
How has Ravinder Ghuman helped you?
Mr Gavinderhas helped me build upsmy original to around ^to well over half a million pounds,through quoted investments investments always within my own risk criteria of a low risk profile
Have you seen the outcome you were hoping for?
I am perfectly happy with the result
What could they have done better?
I am perfectly satisfied with their efforts
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement, and a need for advice on pensions and investing some proceeds from a sale
How has Ravinder Ghuman helped you?
We have found him a totally reliable and reassuring adviser in respect of our total wealth.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not applicable
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning for retirement
How has Ravinder Ghuman helped you?
Continuing to provide financial options to help me reach my retirement goals
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Website could be clearer
Review
by a verified client in West Midlands
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to review our overall finances and look at the options for making regular savings for the future.
How has Ravinder Ghuman helped you?
Ravi has provided sound financial advice and reassurance regarding the suitability of the investments we have given our current circumstances. He is always happy to talk through the options available and answer any questions regarding the finance related queries that we have.
Have you seen the outcome you were hoping for?
The investments that we have made have provided a better return than High St options available.
What could they have done better?
Nothing really, given the wider economic challenges over the last few years.